WHITE OAKS WEALTH ADVISORS, INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 173522). Regulatory assets under management: $618.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| Sharon Alison Bloodworth | CEO AND CHIEF COMPLIANCE OFFICER | — |
| KLOSTERMAN ROBERT JOHN | CEO AND CHIEF INVESTMENT OFFICER; FOUNDER AND ADVISOR | — |
| BLOODWORTH SHARON ALISON | CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |